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Start Date

Due Date

Status

Who Does It?

Task

Notes

5/31/24

6/5/24

Status
colourGreen
titleComplete

Juniper

Reporting cycle starts

Review the current reporting cycle here: LINK TO REPORTING Page

6/3/24

6/4/24

Status
colourGreen
titleComplete

SEO REP

SEO team completes QA corrections and wraps up any outstanding work.

We are a little behind this month due to shortages on labour but expect to be completed on time in June

6/4/24

6/5/24

Status
colourGreen
titleComplete

Katie

Katie reassigns clients in Salesforce

We have quite a bit of movement this month in regards to client transfers. Make sure to double check your new client lists.

6/5/24

6/6/24

Status
colourGreen
titleComplete

SEO REP

Reps assign themselves all client work for the month.

Reps will need to assign themselves all tasks listed on their dashboard.

Expand
titlePlease mark yourself complete once you're done with this task:
  •  Aimee Villafranco
  •  Fabian Lopez
  •  Isabelle Lavery
  •  Jahson Wright
  •  Jermie Walker
  •  Jessica Chen
  •  Joe Linebarger
  •  Kyle Rinker
  •  Kyle Sharrer
  •  Linnea Havener
  •  Lui Marquez
  •  Makayla Olson
  •  Riley Arner
  •  Ryan Kelner
  •  Scott Demonbrun
  •  Delevondra Hamilton

6/6/24

6/7/24

Status
colourGreen
titleComplete

SEO REP

Reps double check that all clients have all the tasks for their package, the correct quantity of tasks, and making any notes on the missing task spreadsheet.

Link to the spreadsheet in question: https://docs.google.com/spreadsheets/d/1vkBqm3LteDmDNdY4ejxFVtCYIgIyyY5yqdUJml6TVGY/edit#gid=718009605

Expand
titlePlease mark yourself complete once you're done with this task:
  •  Aimee Villafranco
  •  Fabian Lopez
  •  Isabelle Lavery
  •  Jahson Wright
  •  Jermie Walker
  •  Jessica Chen
  •  Joe Linebarger
  •  Kyle Rinker
  •  Kyle Sharrer
  •  Linnea Havener
  •  Lui Marquez
  •  Makayla Olson
  •  Riley Arner
  •  Ryan Kelner
  •  Scott Demonbrun
  •  Delevondra Hamilton

6/7/24

6/7/24

Status
colourGreen
titleComplete

Juniper

Reports are sent

Thank you Juniper

6/8/24

6/8/24

Status
colourGreen
titleComplete

Grant

“Completed” statuses are wiped from FWD records.

If you complete work before I wipe them, you will need to keep a list handy of the client’s you’ll need to update afterwards.

6/7/24

6/13/24

Status
colourGreen
titleComplete

SEO REP

Normal monthly work kicks off

0% - 33% Completion

33% day is June 13th.

During this time you should be prioritizing 1st and 2nd month clients.

Expand
titleRep Status
Tip

On Track:

  •  Aimee Villafranco
  •  Fabian Lopez
  •  Isabelle Lavery
  •  Jahson Wright
  •  Jermie Walker
  •  Jessica Chen
  •  Joe Linebarger
  •  Kyle Rinker
  •  Kyle Sharrer
  •  Linnea Havener
  •  Lui Marquez
  •  Makayla Olson
  •  Riley Arner
  •  Ryan Kelner
  •  Scott Demonbrun
  •  Delevondra Hamilton
Note

Off Track:

  •  Aimee Villafranco
  •  Fabian Lopez
  •  Isabelle Lavery
  •  Jahson Wright
  •  Jermie Walker
  •  Jessica Chen
  •  Joe Linebarger
  •  Kyle Rinker
  •  Kyle Sharrer
  •  Linnea Havener
  •  Lui Marquez
  •  Makayla Olson
  •  Riley Arner
  •  Ryan Kelner
  •  Scott Demonbrun
  •  Delevondra Hamilton

6/14/24

6/20/24

Status
colourGreen
titleCOmpleted

SEO REP

33% - 66% Completion

66% day is June 20th.

Expand
titleRep Status
Tip

On Track:

  •  Aimee Villafranco
  •  Fabian Lopez
  •  Isabelle Lavery
  •  Jahson Wright
  •  Jermie Walker
  •  Jessica Chen
  •  Joe Linebarger
  •  Kyle Rinker
  •  Kyle Sharrer
  •  Linnea Havener
  •  Lui Marquez
  •  Makayla Olson
  •  Riley Arner
  •  Ryan Kelner
  •  Scott Demonbrun
  •  Delevondra Hamilton
Note

Off Track:

  •  Aimee Villafranco
  •  Fabian Lopez
  •  Isabelle Lavery
  •  Jahson Wright
  •  Jermie Walker
  •  Jessica Chen
  •  Joe Linebarger
  •  Kyle Rinker
  •  Kyle Sharrer
  •  Linnea Havener
  •  Lui Marquez
  •  Makayla Olson
  •  Riley Arner
  •  Ryan Kelner
  •  Scott Demonbrun
  •  Delevondra Hamilton

6/21/24

6/27/24

Status
colourGreen
titleCompleted

SEO REP

66% - 100% Completion

100% day is June 27th.

Expand
titleRep Status
Tip

On Track:

  •  Aimee Villafranco
  •  Fabian Lopez
  •  Isabelle Lavery
  •  Jahson Wright
  •  Jermie Walker
  •  Jessica Chen
  •  Joe Linebarger
  •  Kyle Rinker
  •  Kyle Sharrer
  •  Linnea Havener
  •  Lui Marquez
  •  Makayla Olson
  •  Riley Arner
  •  Ryan Kelner
  •  Scott Demonbrun
  •  Delevondra Hamilton
Note

Off Track:

  •  Aimee Villafranco
  •  Fabian Lopez
  •  Isabelle Lavery
  •  Jahson Wright
  •  Jermie Walker
  •  Jessica Chen
  •  Joe Linebarger
  •  Kyle Rinker
  •  Kyle Sharrer
  •  Linnea Havener
  •  Lui Marquez
  •  Makayla Olson
  •  Riley Arner
  •  Ryan Kelner
  •  Scott Demonbrun
  •  Delevondra Hamilton

6/28/24

7/4/24

Status
colourPurple
titleNot Started

Juniper

Reporting starts